But you’ll want to consider your sales reps and your unique circumstances and needs when creating this type of plan for your business and sales team. This is just a high-level overview of what it’s like to use a 30-60-90 day sales territory plan template. All companies want consistent sales growth, and this approach to sales territory plans helps you get there. This can include getting feedback from reps, conducting quantitative analyses of performance, talking to customers, etc.

Scale: The last portion is optimizing territories to scale for the future.

Launch: Before 60 days have expired, launch your territory plan by doing the following: setting sales goals, finding leads, optimizing routes, and setting monthly quotas.

Research: Spend the first 30 days defining the market, creating customer personas, evaluating from a SWOT perspective, getting to know the competition, and identifying top opportunities.

A 30-60-90 day sales territory plan covers the following three things: It’s a blueprint for building out a highly profitable territory for the business. Like all sales territory plan templates, a 30-60-90 day sales territory plan serves as a framework.

What is a 30-60-90 Day Sales Territory Plan? And a 30-60-90 plan is one of the best approaches to reaching those goals. These are your ultimate goals when working on sales territory plan templates: using the right data to create equity and balance. Balance: Does every territory in your plan offer sales coverage that matches the sales capacity?.Equity: How will your plan give each sales rep an equitable opportunity and equitable resources to maximize their earnings?.Data: What data will you use to inform your sales territory planning? (See below for more information on this.).Important Factors for a Successful Sales Territory Plan Templateīefore we jump into the different templates, what factors help create a successful sales territory plan? There are three simple things that you need to consider before starting the sales territory plan process: To help you create effective sales territory plan templates, we will explore foundational information, best practices, and approaches you need to build a successful territory planning.

Technology plays an important role in the process. Many companies use a territory plan template to help them move into new areas and scale their reach. That third party is sales territories.Īnd it’s not easy to create and optimize them, making it hard to generate the consistent sales growth your business needs. But there’s a third party that disproportionately impacts a sales team’s success or failure. It’s a simple, mutually beneficial relationship. Your team wants to earn by identifying and closing attractive prospects. These examples are just a drop in the bucket of what goes in a good plan.Your business wants to grow by adding new and profitable customers. Work with supervisor to set long-term goals.Use the 80/20 Rule to evaluate time and/or task management.Establish relationships with assistants / support departments.Learn as much as possible through company training and self-education about corporate policies, company culture, equipment and techniques.Use 80/20 Rule to evaluate staff performance.Visit other departments to determine tasks/ relationships.Do a SWOT Analysis to inform strategic planning.Brainstorm new & creative ways to get prospects’ attention in the field and ask your manager’s input.Continue calling upon accounts and prospects within territory, completing 3-5 cycles before month’s end.Fine tune most efficient driving route through territory.Make sure all Anchor, Core & Developmental accounts have been visited. Continue calling upon accounts and prospect within territory, completing 2-3 call cycles before month’s end.Meet and establish relationships with the sales team.Let me give you just a few examples of how this looks in 3 different areas…sales, management-level jobs, and technical jobs. The last 30 days (the 90-day part) are the “getting settled” part, so this section should include things that take more initiative, such as handling projects on your own or going after new business. The next 30 days (the 60-day part) are focused more on getting rolling in your job…less training and more activity. The first 30 days of your plan is usually focused on training–learning the company systems, products, and customers.

The 30/60/90-day plan is the way to do that. To really shine in the interview, you want to blow the hiring manager away with your focus, energy, initiative and dedication right from the start.

30 60 90 day territory sales plan